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Financial Associate (Public) jobs in Wisconsin

Financial Associate (Public) gathers and interprets financial data and coordinates the process for the origination of debt securities used to finance public projects for housing, utilities or other municipal initiatives. Develops estimates of services and completes a comprehensive analysis of project, including bond ratings and insurance. Being a Financial Associate (Public) collaborates with public officials in analyzing the necessary bond and cash flow reports that are associated with the projects. Starts the offering process and may make recommendations to interested investors. Additionally, Financial Associate (Public) coordinates preparation of all offering documents. Manages the bond issuance process and assists with the offering. Depending on the size and level of project, responsibility may vary. May manage the entire project or only a portion of the deal. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Public) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Public) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

Recently Added Financial Associate (Public) jobs

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Financial Associate
  • Wintrust Financial Corporation
  • Delafield, WI FULL_TIME
  • Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, The Chicago Trust Company N.A., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $50 billion in assets.

    One of the largest and most established Chicago-based wealth management firms, Wintrust Investments, LLC, seeks a Financial Associate professional to join our sales team to provide sales and administrative support for our Financial Advisor located in the Greater Milwaukee Area.

    Why join us?

    • An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)
    • Competitive pay and discretionary or incentive bonus eligible
    • Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
    • Family-friendly work hours
    • With 175 community bank locations, we offer opportunities to grow and develop in your career
    • Promote from within culture

    Why join this team?

    • We have a culture that encourages an entrepreneurial spirit
    • We offer multiple opportunities for development and upward mobility

    Job Description Summary

    As a Wintrust Wealth Management Financial Associate, you will be supporting our Financial Advisor in the Wintrust Greater Milwaukee area location.

    What You’ll Do

    • Help in delivering client investment solutions by providing a full complement of administrative support, sales support, customer service, and other related resources to your financial advisors and clients
    • Facilitate new client onboarding process - open and maintain client accounts, manage account paperwork, track and record client correspondence, and generate various performance and activity reports, along with other operational activities.
    • Schedule and manage client reviews. Prep Financial Advisor for client review meetings, including preparing presentations and updating client profiles. Enter and maintain CRM notes as directed.
    • Ensure the team is compliant in following all processes and procedures; maintain clean and up-to-date compliance files.
    • Work to deepen and enhance inter-company relationships. Manage banker referral flow activity for the team in the Salesforce system.
    • Cultivate a service environment targeted towards enhancing the client experience
    • Handle various client communications and mailings, including monthly newsletters, birthday cards, Christmas cards, etc.

    Knowledge/Skills/Background/Experience

    • 3 years of relevant experience in the financial industry and customer service experience strongly preferred
    • Working knowledge of Microsoft Word, Excel, and Outlook; knowledge of First Clearing system and Salesforce desirable
    • FINRA Series 7 and 66 licenses and Illinois Insurance License preferred, but not required to start
    • Relationship management skills

    Benefits

    Medical Insurance

    • Dental
    • Vision
    • Life insurance
    • Accidental death and dismemberment
    • Short-term and long term Disability Insurance
    • Parental Leave
    • Employee Assistance Program (EAP)
    • Traditional and Roth 401(k) with company match
    • Flexible Spending Account (FSA)
    • Employee Stock Purchase Plan at 5% discount
    • Critical Illness Insurance
    • Accident Insurance
    • Transportation and Commuting Benefits
    • Banking Benefits
    • Pet Insurance

    From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.
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Associate Financial Consultant
  • Johnson Financial Group
  • Hayward, WI FULL_TIME
  • OverviewThe Associate Financial Consultant position is a transitional role with progression into the Financial Advisor role. T he Associate Financial Consultant is responsible for development of new b...
  • Just Posted
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Associate Financial Consultant
  • Johnson Financial Group
  • Rice, WI FULL_TIME
  • Job Description OverviewThe Associate Financial Consultant position is a transitional role with progression into the Financial Advisor role. The Associate Financial Consultant is responsible for devel...
  • 28 Days Ago
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Associate Financial Advisor - Kohler Credit Union
  • LPL Financial
  • Kohler, WI FULL_TIME
  • Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage lo...
  • 3 Days Ago
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Client service associate
  • Ameriprise Financial
  • Mequon, WI FULL_TIME
  • Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to joi...
  • 1 Day Ago
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MANAGER I - FINANCIAL REPORTING
  • Milwaukee Public Schools
  • Milwaukee, WI OTHER
  • Manages the district's internal and external financial reporting operations. Overall responsibility for GAAP basis financial reporting and grant/categorical program accounting. Ensures the integrity o...
  • 2 Days Ago
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Financial Associate (Public) jobs at Popular Companies

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Financial Associate
  • Wintrust Financial
  • Delafield, WI
  • Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business...
  • 6/2/2024 12:00:00 AM
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Finance Associate
  • Marsden
  • Top 3 Finance group | New York | 2019-2021 *legal role In a legal market where Finance roles have been few and far betwe...
  • 6/2/2024 12:00:00 AM
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Finance Assistant
  • Nonotuck Resource Associates Inc
  • Northampton, MA
  • Finance Assistant Northampton, MA ABOUT US Nonotuck Resources Associates (www.nonotuck.com) is a community-based agency ...
  • 6/1/2024 12:00:00 AM
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FINANCE ASSISTANT MANAGER
  • Coral Triangle Initiative
  • Fayetteville, AR
  • ** FINANCE ASSISTANT MANAGER** Date: 09 June 2020 **Term of Reference** **FINANCE ASSISTANT MANAGER** The Coral Triangle...
  • 6/1/2024 12:00:00 AM
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Finance Associate
  • Claire Myers Consulting
  • Redwood City, CA
  • Our client is a firm of financial architects with deep expertise in the tech sector and stock-based compensation. They h...
  • 5/31/2024 12:00:00 AM
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Finance Associate
  • Aurora Contractors
  • Ronkonkoma, NY
  • Job Description Job Description Finance Associate Responsible for assisting in the billing process, accounts payable and...
  • 5/30/2024 12:00:00 AM
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Associate - Finance
  • RR Donnelley
  • Chicago, IL
  • Company Description RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that ele...
  • 5/30/2024 12:00:00 AM
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Finance Associate - Finance Business Partnership
  • ZS
  • Evanston, IL
  • : ZS is a place where passion changes lives. As a management consulting and technology firm focused on transforming glob...
  • 5/29/2024 12:00:00 AM
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About Wisconsin

Wisconsin is bordered by the Montreal River; Lake Superior and Michigan to the north; by Lake Michigan to the east; by Illinois to the south; and by Iowa to the southwest and Minnesota to the northwest. A border dispute with Michigan was settled by two cases, both Wisconsin v. Michigan, in 1934 and 1935. The state's boundaries include the Mississippi River and St. Croix River in the west, and the Menominee River in the northeast. With its location between the Great Lakes and the Mississippi River, Wisconsin is home to a wide variety of geographical features. The state is divided into five dist...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$83,422 to $109,128

Most Popular Cities in Wisconsin for Financial Associate (Public) Jobs

What does a Financial Associate (Public) do?

Financial Associate (Public) in Mcallen, TX
Financial associates are capable of performing their functions.
February 11, 2020
Financial Associate (Public) in Beaumont, TX
The Associate is expected to effectively handle a portfolio of clients within the financial institution and public finance sector, responding to their credit needs, while providing sound judgement and effective monitoring through collaboration across all Risk and Business levels.
December 06, 2019